Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,993 | $92,684+14.4% | $82,706+28.2% | $134,509-21.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.68% | 945.84%-967.5pp | 701.76%-723.4pp | 418.13%-439.8pp |
| Employer contribution / active EE | $6,050 | $3,272+84.9% | $3,007+101.2% | $4,741+27.6% |
| Participant deferral / active EE | $3,762 | $4,800-21.6% | $4,394-14.4% | $6,400-41.2% |
| Admin fee / account holder | $1,288 | $5,982-78.5% | $5,329-75.8% | $11,427-88.7% |